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【风口研报】数据中心液冷阀门数量呈现超线性增长,这家公司产品广泛用于印尼、北美数据中心,叠加海外产能释放,业绩有望维持高增速
财联社· 2025-09-24 12:55
Group 1 - The core viewpoint of the article emphasizes the significant growth potential in the data center liquid cooling valve market, driven by an increase in demand and overseas capacity release [1] - The company’s products are widely used in data centers in Indonesia and North America, indicating a strong market presence and potential for sustained high growth [1] - The substrate market is expected to experience exponential growth due to the CPO node, with the company having made extensive preparations for mass production, positioning itself for rapid volume increase [1]